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RIA Firm Buyers

We’ll Get You There.

 

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Let Oak Street Funding help you find an RIA firm to buy

On Oak Street Funding’s RIA Firm Exchange, buyers and sellers can review each other’s firm information and request details from Oak Street Funding to begin the merger or acquisition process.

List your business in our Buyer Directory, or search our Listings for Sale to see profiles of firms that are currently for sale. Additionally, you can sign up to receive alerts as new buyers or sellers join our marketplace.

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Join our Buyer Directory

Our Buyer Directory gives you the chance to meet potential sellers that would normally be beyond your current network. To join our Buyer Directory, please fill out the form below and define the parameters of your ideal firm acquisition. An Oak Street Funding representative will connect with you shortly to review your listing, with as much anonymity as you prefer.

Want to find a firm for sale?

Seller listings are a way for RIAs who want to buy a practice to review what is available in their market. Complete as few or as many of the fields below to find a firm listing that interests you.

 

Thank you for your posting regarding your interest to sell a firm. You must be a licensed RIA or firm offering RIA services in the United States. You may request to remove your seller listing at any time by sending an email to jonica.drake@oakstreetfunding.com, or via letter to Oak Street Funding, Attn: Jonica Drake, 8888 Keystone Crossing, Suite 1700, Indianapolis, IN 46240.
 
Oak Street does not represent any buyer or seller that lists on Oak Street Funding Exchange. Potential sellers and buyers are responsible for their own due diligence, negotiations, and documentation. Oak Street does not make any representations or warranties regarding any potential buyer who may contact you through your listing. Similarly, Oak Street does not make any representations or warranties regarding any potential seller who is listed on Oak Street Funding Exchange.

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Related Resources

How to Optimize the Merger and Acquisition Process

Just as no two businesses are exactly alike, merger and acquisition transactions of all types are always unique. However, there are some best practices that all businesses can use to help ensure a smooth transition.

Acquisition Financing: What It Is and How It Works

Acquisition financing strategies allow buyers to gain access to enough capital to complete the transaction, and then gradually pay the lender from the increased revenues resulting from the purchase.

Effectively Evaluating RIA M&A Opportunities

The disruption of the RIA industry provides lots of opportunities for mergers and acquisitions. One of the biggest reasons is the number of investment professionals who are making the transition to retirement.